See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $3,942 | $93,346-95.8% | $71,796-94.5% | $273,961-98.6% |
| Participation rate | 75.0% | 76.5%-1.5pp | 69.1%+5.9pp | 83.0%-8.0pp |
| Annual return | 0.00% | 130.39%-130.4pp | 78.04%-78.0pp | 41.45%-41.5pp |
| Employer contribution / active EE | $1,357 | $2,733-50.4% | $1,924-29.5% | $4,869-72.1% |
| Participant deferral / active EE | $1,855 | $3,475-46.6% | $2,794-33.6% | $5,287-64.9% |
| Admin fee / account holder | $213 | $6,571-96.8% | $4,815-95.6% | $10,132-97.9% |